SilverOak Wealth Management LLC SEC EDGAR Filings (CIK 0001764766)

SEC EDGAR filings, ownership reports, and insider transactions for SilverOak Wealth Management LLC.

Business address
3600 Minnesota Drive, Suite 860, Edina, MN, 55435
Top securities (13F)
VOO, VO, IVW, SPYG, IJR, VEA, SPYV, IVE, VWO, MMM, IWM, JTEK, SPSM, CGNG, FBND, VTI, AAPL, IVV, IWF, and VOE
State of incorporation
MN
Fiscal year end
31 December
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SilverOak Wealth Management LLC has filed 11 SEC EDGAR filings since 14 Feb 2024

Latest Filings

Recent SEC filings for SilverOak Wealth Management LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jan 2026 31 Dec 2025 028-23871
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2025 30 Sep 2025 028-23871
N-PX Open N-PX document View SEC filing for N-PX 19 Aug 2025 30 Jun 2025 028-23871
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2025 30 Jun 2025 028-23871
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2025 31 Mar 2025 028-23871
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2025 31 Dec 2024 028-23871
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2024 30 Sep 2024 028-23871
N-PX Open N-PX document View SEC filing for N-PX 29 Aug 2024 30 Jun 2024 028-23871
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2024 30 Jun 2024 028-23871
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2024 31 Mar 2024 028-23871
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2024 31 Dec 2023 028-23871

About this filer

SilverOak Wealth Management LLC files with the SEC under CIK 0001764766. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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